About Sydney

Sydney LeblancAs a financial writer, author and publisher, I have been in the financial services industry since 1976. After co-founding Registered Rep magazine, I have had the good fortune to work with thousands of advisors, broker-dealers, money managers, fund companies and others affiliated  with our industry.
Since that  time,  I have authored (or co-authored) 15 books (see www.amazon.com ),  published two more magazines (Securities Industry Management and Transitions) and have been editor-in-chief of several industry publications, as well as a columnist and writer for others.
For the longer story you may wish to view my bio, which includes information on my journalism recognition and my prized award from the Money Management Institute, “Managed Account Pioneer,” for my book Legacy: The History of Separately Managed Accounts, and other work in that area.
Sydney’s Bio
Sydney LeBlanc is a 33-year financial services industry journalist, author, publisher and marketer. She was the co-founder and editor-in-chief of Registered Representative magazine, the nation’s first trade magazine for stockbrokers in 1976. In 1993, as editor in chief, she led the development of Securities Industry Management magazine, the first publication for branch managers. She currently is co-publisher of Transitions magazine, a digital publication dedicated to providing information to wirehouse and non-wirehouse advisors about transitioning and the realities of  “running a business.”
Sydney helped launch and promote the Institute for Certified Investment Management Consultants (now IMCA) in the mid-1980s. Writer for such industry organizations as the Money Management Institute, International Association of Advisors in Philanthropy, and Success Continuing Education, LLC, she is also a writing coach and marketing consultant for industry trainers, financial advisors, broker-dealers, and money managers. Sydney is the author of 15 books including, Legacy: The History of Separately Managed Accounts; Wealth Management Teams; Independent Business Ownership; co-author, Bullish Thinking for Advisors; and Bullish Thinking for Managers; Streetwise Investor; The Wealth Factor; The World of Money Management; Happily Ever After, Stop and Think; and PR Savvy for the Financial Professional.
She is the recipient of several awards for her work, including the Ozzie Award for Excellence in Design, the FOLIO: Magazine Editorial Excellence Award for Securities Industry Management magazine, the 2007 Managed Accounts Pioneer Award from the Money Management Institute, and First Place for Signed Editorial from the American Society of Business Press Editors. Her articles have appeared in On Wall Street, Broker/Dealer Journal, Financial Advisor, Global Investing, and Research magazines, among others.
Sydney was the editor in chief of Broker-Dealer Journal until they converted to web-only format in October ’08. She was the managed accounts editor for Financial Advisor magazine for eight years, and is consulting editor for Senior Consultant News Journal.  She was an officer and founding board member of the Washington, DC-based Wealth Advisor Institute (now Advisor’s Forum.).
Sydney lives in San Diego, California.

Sydney’s Bio

sydney-bio

LeBlanc is a financial services industry journalist, author, publisher and marketer. She was the co-founder and editor-in-chief of Registered Representative magazine, the nation’s first trade magazine for stockbrokers in 1976. In 1993, as editor in chief, she led the development of Securities Industry Management magazine, the first publication for branch managers. She was the managed accounts editor for Financial Advisor magazine for eight years, and consulting editor for Senior Consultant News Journal. Sydney also was the editor in chief of Broker-Dealer Journal until they converted to web-only format in October ’08.

Later, in 2008, she co-published Transitions magazine, a digital publication dedicated to providing information to wirehouse and non-wirehouse advisors about transitioning and the realities of “running a business.” The magazine was acquired by RIA Central in 2010 and the name was changed to RIA Central Magazine. She also launched a digital magazine, Unsung Heroes, highlighting previously unrecognized outstanding advisors. In 2015 she was the editor in chief of SAYRA, a digital magazine for female financial advisors published by Lebenthal Holdings.

Sydney helped promote the Institute for Certified Investment Management Consultants (ICIMC) in the mid-1980s with founder, Dan Bott. Having written for such industry organizations as the Money Management Institute, International Association of Advisors in Philanthropy, and Success Continuing Education, LLC, she is also a writing coach and marketing consultant for industry trainers and financial advisors. Sydney is the author/coauthor of 30 books including, Legacy: The History of Separately Managed Accounts; Wealth Management Teams; Independent Business Ownership; Bullish Thinking for Advisors; Bullish Thinking for Managers; Streetwise Investor; The Wealth Factor; The World of Money Management; Happily Ever After; Stop and Think; PR Savvy for the Financial Professional among others.

She is the recipient of several awards for her work, including the Ozzie Award for Excellence in Design, the FOLIO: Magazine Editorial Excellence Award for Securities Industry Management magazine, the 2007 Managed Accounts Pioneer Award from the Money Management Institute, and First Place for Signed Editorial from the American Society of Business Press Editors. Her articles have appeared in On Wall Street, Broker/Dealer Journal, Financial Advisor, Global Investing, Wealth Management, and Research magazines, among others.

She was an officer and founding board member of the Washington, DC-based Wealth Advisor Institute (now Advisor’s Forum). She lives in San Diego, California.

 

 

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